Microsoft Dynamics 365 Training

Following are the different types of Access Modes given for a Microsoft Dynamics 365 user:

• Administrative – The user has access to the Settings area but does not have access to the Sales, Marketing, and Service areas.

• Non-Interactive – The user can access the system but only through the Web service.

• Read – The user has read-only access.

• Read-Write – The user has both read and write access.

• Support User – The user was created by the Microsoft Dynamics support team.

Introduction to Microsoft Dynamics CRM 2016

•  Deployment types & Licensing Option
•  XRM Framework

Service Module

•  Case Management
•  Queue Management
•  Contracts
•  SLA
•  Entitlements
•  Automatic record creation and updating rules

Working with Dash Boards

Accessing CRM from Outlook

CRM 2016 Online & On Premise Deployment

Adding Users

•  Adding various Services
•  License comparisons
•  Office 365 Dashboard
•  Deployment Manager

Administration & Security

•  Creating and managing Business Units, Users and Teams
•  Privileges, Access Levels and Security Roles
•  Positions & Hierarchies
•  Creating and managing Security Roles
•  Auto Numbering, Languages
•  System Settings
•  Auditing
•  Themes

Settings & Configuration

•  Data Management
•  Duplication Detection Settings, Rules and Jobs
•  Bulk Record Deletion
•  Data Maps and Imports
•  Product Catalog
•  Understanding the Product Catalog
•  Unit Groups
•  Adding Products
•  Creating Price Lists
•  Creating Discount Lists

MS CRM Entity Model

•  Customization Concepts – Entity Types and Attributes
•  Creating Custom Entities and Attributes

Entity Customization

•  Form Customizations
•  UI Customization Capabilities
•  Form Customization – Working with Tabs, Sections, Fields and Iframes
•  Introduction to Application Event Programming
•  Using Form and Field Events
•  Mobile Forms

Relationships

•  Types of Relationships
•  Relationship Behaviors
•  Creating Entity Relationships
•  Entity Mapping

Views and Advanced Views

•  Public, Personal and System Views
•  View Customizations – Common Tasks
•  Advanced Views Customizations

Form Scripting

•  Client side scripting using Java Script

Working with Web Resources

Business Process Flows

Business Rules

Mobile CRM

Processes(Workflows & Dialogs)

Overview of Workflow

•  Creating Workflows steps through Workflow Designer
•  Overview of Dialog
•  Creating Dialog Pages, Prompt and Response

Introduction to Solutions

Managed & Unmanaged Solutions

•  Importing & Exporting Solutions
•  Clone a patch
•  Clone Solution
•  Upgrade Solution

SDK & Developer Resources

Plugins

•  The Event Execution Pipeline
•  Developing Plugins
•  Plugin Registration Tool
•  Deploying Plugins

Microsoft CRM – Outlook Integration

•  Settings
•  Email Configuration
•  Email Tracking in CRM

Microsoft CRM – SharePoint Integration

•  Settings
•  List Component
•  Server-Side Sync
•  Document uploading from CRM to SharePoint
•  SharePoint overview

Tools

•  Ribbon work Bench tool
•  XRM Tool Box/Site Map Editor

Server Troubleshooting Tips

•  Event Viewer
•  MSCRM services
•  IIS Manager
•  Recommended settings in server

Topics

•  Introduction
•  Features of Microsoft Dynamics AX
•  Architecture
•  Development Environment
•  Model Driven Architecture

Data Dictionary

Topics

•  Introduction
•  MORPHX and the Application Object Tree
•  Tables
•  Data Types: Primitive and Extended
•  Creating Tables
•  Indexes
•  Relations
•  Base Enumerations
•  Views

User Interfaces

Topics

•  Introduction
•  Forms
•  Joining Data Sources
•  Menus Items
•  Form Templates
•  List Pages

Fact boxes/Infoparts

Topics

•  Introduction
•  Menu Items
•  Creating Factboxes
•  Applying in the existing application

Introduction to X++

•  This module introduces the characteristics of X++
•  Topics
•  Introduction
•  Characteristics of X++
•  Development Tools
•  Best Practices

X++ Control Statements

This module explains how to use control statements in X++.

Topics

•  Introduction
•  Introduction to Variables
•  Operators
•  Conditional Statements
•  Loops
•  Built-in Functions
•  Communication Tools

Accessing the Database

This module explains how to develop modifications that interact with the database

Topics

•  Introduction
•  Retrieving Data
•  Data Manipulation
•  Queries

Exception Handling

•  This module discusses the mechanisms built in Microsoft Dynamics AX 2012 to help with exception handling.
•  Topics
•  Introduction
•  Exceptions
•  Try and Catch Exceptions
•  Throwing Exceptions
•  Optimistic Concurrency Exceptions

Number Sequences 

This module explains how developers can perform customizations using the number sequence framework.

Lessons

•  Introduction
•  Set Up and Administration
•  Using Number Sequences in Forms

Dialogs, Text Files and CSV files

This module explains how to create dialog boxes, create text files and convert the existing data to text files or CSV files

Lessons

•  Introduction
•  Creating , reading and writing the data in text files
•  Creating Dialog boxes
•  Importing the data into the CSV file using X++ coding

AIF (Application Integration Framework)

This module explains how to create custom service and expose the service to external applications. This also explains how to consume the services using external applications

Lessons

•  Introduction
•  Creating a custom service
•  Deploying a service
•  Testing the service
•  Consuming the service using visual studio

Reporting 

This module introduces students to the features of SSRS and shows how to create simple reports by using a query and an auto-design. In addition, a complex report using by the new report data provider framework in a precision design is reviewed.

Lessons

•  Introduction
•  Reporting Features Overview
•  Report Data Overview
•  Creating Basic Reports from a Query
•  Manage Report Execution by Using X++
•  Print Management

Dynamics 365 is categorized into Two Editions

Dynamics 365 - Enterprise Edition

Microsoft recommends Dynamics 365, Enterprise Edition for companies with more than 250 employees. It has six modules:

1. Finance & Operations

Previously known as Microsoft Dynamics AX, the operations module contains all of the finance and operations functionality of Dynamics AX. (Which is a lot).

2. Sales

This is the core functionality of Dynamics CRM, with all of the lead management and sales process functionality you need as a salesperson.

3. Marketing

At launch, Microsoft announced a partnership with Adobe for the marketing portion of Dynamics 365; given their discontinuation of Microsoft Dynamics Marketing.

4. Customer Service

The Customer Service module integrates CRM functionality, new functionality, existing Parature functionality, and more Microsoft partnerships.

5. Project Service

For project-based businesses, the Project Service module allows for the estimation and scheduling of projects in Dynamics 365. Great for professional services organizations! This module was previously available as a Dynamics CRM extension.

6. Field Service

For businesses with field agents or workers, this extra module leverages the mobility of the Microsoft cloud and delivers extra features these organizations will find handy. This module was also previously available as a Dynamics CRM extension.

7. Talent

The HCM module of Dynamics AX will be developed on its own track and can be purchased separately.

8. Retail

The Retail module of Dynamics AX will also be developed on its own track and can be purchased separately.

Dynamics 365 - Business Edition

Microsoft recommends Dynamics 365, Business Edition for companies with somewhere between 10-250 employees. It has three modules:

1. Finance & Operations

The finance module is based on Microsoft Dynamics NAV. Some functionality has been removed, however – most notably manufacturing.

2. Sales

The sales module of Dynamics 365, Business Edition is based on Dynamics CRM and optimized for SMB customers.

3. Marketing

The Marketing module of Dynamics 365, Business edition is going to be released in Spring 2017

Phone Calls
Emails
Tasks
Appointments
Recurring Appointments
Letters
Faxes
Campaign Activities
Campaign Responses
Service Activities
Custom Activity
Power Share

Customizing Fields
Customizing Forums
Customizing Views
Custimizing Entities
Charts and Dashboards
Solutions

Creating Users
Creating Teams
Enabling and disabling Users
Assigning Security Roles to Users
Identifying managers for Users
Assigning Users to Teams

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